Richard Turner
Richard Turner is a registered investment advisor at Osaic Wealth, INC., based in Orchard Park, NY, with 42 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Orchard Park, NY
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Regulatory History (2)
Judgment / Lien
July 2006Judgment / Lien
August 2005Other Business ActivitiesSells Insurance
Richard is an agent with the ability to sell fixed annuity products and traditional life insurance since 2016. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
The Investment Center, INC.Broker
Signator Investors, INC.Broker
Washington Square Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Procorp Securities IncorporatedBroker
Integrated Resources Equity CorporationBroker
Westmoreland Capital CorporationBroker
North American Investment CORP.Broker
Advest, INC.Broker
Apple Financial CorporationBroker
Marsan Securities CO., INC.Broker
Thomson Mckinnon Securities INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.